COBBLESTONE SOFTWARE

Contract Insight — User Guide

Email Alerts From Workflow

03. Admin User Manual › Workflow Management › Email Alerts From Workflow

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

A task created by a workflow can fire off an email built from a Notification Template — visible after the fact on the record's Tasks & Emails tab as a TASK ALERT (e.g. "Contract Insight Task Alert: 5254 test … Testing Notification Template for Contracts_Testing 4627") or a broader WORKFLOW ALERT, each rendered with whatever Notification Theme the template uses and resendable directly from the email view.

2. Key Elements

• Emails section of Tasks & Emails shows every TASK ALERT and WORKFLOW ALERT sent for that record, newest first
• Each alert email is built from a Notification Template, including its configured Theme and Merge tokens
• Resend and Follow up controls sit directly on an open alert email
• "Also email these addresses whenever this template changes" (on the template editor) is a separate alert path, for template edits rather than task events

3. Quick Reference Summary

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